Robert Brokamp

speaker

4,411 appearances 40 recordings 3 series first heard Oct 2025 last heard 6d ago

Robert Brokamp’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 40 in all, peaking in Aug 2026 with 5.

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Motley Fool Hidden Gems Investing · Crucial Steps for the “Pre-Go” Years Before Retirement · 22 Aug 2026 podcast

Eventually the big day comes, the worker retires, and they're entering the go-go phase.

First of all, why do you think they're called the go-go years?

And roughly speaking, in your experience as a financial planner, about how long do they last?

Yeah, that's another aspect of safe with draw rate research that is perhaps too conservative.

They almost always assume that retirees need their income to go up every year along with inflation.

That's generally not what happens.

We had David Blanchett on the show a few weeks ago talking about his research into that.

And so I was gonna ask you, as an actual financial planner who likely works with people who have above average wealth, is that what you see in real life with your clients?

I think the takeaway here is, and w I talked about this with David Blanchett as well, is that for many people, they might be able to either retire a little sooner.

Or maybe spend a little more in those go go years and feel safe and enjoy the money while they can.

Tell of that story.

You know, anyone who reads a book about retirement planning, such as your book, might feel at times a little overwhelmed because it could be pretty complicated, a lot of things to think about.

And what I enjoyed about your book is that you provided this framework for sort of categorizing decisions: red, yellow, and green.

Talk a little bit about that and how that can help people sort of figure out w where the gray zones

in their retirement planning.

I love it because it helps you narrow in on the tougher decisions, right?

You have many decisions related to retirement, but if you can get the red and the green out of the way, and then you know I just need to focus on these in the yellow zone and it doesn't feel quite so complicated.

Let's move on to the emotional side of retirement.

You talk in the book about the arrival fallacy, which is that belief that achieving a certain goal is gonna bring lasting happiness and fulfillment.

And we've all had that, right?

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